Joule Financial, LLC Purchases and Sells in Q3 2025

Joule Financial, LLC

$332 Million
Q3 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	110K + 64.72%	$93.91 - $97.26 $10.3M - $10.7M	279K $26.9M
BND	42.3K + 5.05%	$72.57 - $74.72 $3.07M - $3.16M	880K $65.5M
SCHA	12.5K + 1.54%	$25.29 - $28.33 $317K - $355K	827K $23.1M
RSP	3.07K + 1.4%	$181.56 - $190.33 $558K - $585K	223K $42.4M
LQD	12.4K + 5.12%	$107.66 - $112.36 $1.34M - $1.4M	255K $28.4M
SCHD	35.9K + 4.68%	$26.38 - $27.95 $948K - $1M	804K $21.9M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSLR	4.31K New	$160.84 - $223.53 $693K - $963K	4.31K $950K
BKR	17K New	$38.68 - $50.55 $658K - $859K	17K $828K
AXP	1.17K New	$294.27 - $342.31 $343K - $399K	1.17K $386K
VEU	4.34K New	$66.38 - $71.68 $288K - $311K	4.34K $309K
SCHY	9.83K New	$26.92 - $28.6 $265K - $281K	9.83K $274K
SPYG	2.59K New	$94.33 - $105.31 $244K - $273K	2.59K $270K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	-14.8K - 86.03%	$300.96 - $355.47 $4.45M - $5.26M	2.4K $854K
QQQ	-7.14K - 94.07%	$546.99 - $602.2 $3.91M - $4.3M	450 $270K
CCJ	-11.8K - 51.35%	$70.47 - $86.89 $835K - $1.03M	11.2K $940K
IBM	-2.22K - 30.57%	$234.77 - $292.47 $522K - $650K	5.05K $1.42M
SOFI	-27K - 54.52%	$17.64 - $29.81 $477K - $806K	22.5K $595K
IVV	-525 - 26.41%	$620.67 - $670.08 $326K - $352K	1.46K $979K

Activity Summary All Purchases 56 New Holdings 13 Increased Positions 43 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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